Scott Poulin is a financial advisor with Calamos Wealth Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Calamos Wealth Management since 2015. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC. Her prior experience includes roles at Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, AXA Advisors, and Morgan Stanley. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process involves asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Advisors' Pride and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US Bank. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.

Frank Vandy is a financial advisor at Spire Wealth Management, LLC in Aurora, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at LPL Financial for 10 years before joining Spire Investment Partners in 2021. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.

Stephen Perl is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Calamos Wealth Management since 2014 and has concurrently worked at Calamos Financial Services LLC since 2008. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring by an Investment Committee, often recommending affiliated Calamos Funds and investment vehicles.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked previously at Bankers Life and Bankers Life Securities, and currently also serves as an associate and investment advisor representative at Burling Wealth Advisors Inc. in addition to his role at Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio construction.

Justin Wilson is a CFP® with 21 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He also has concurrent experience with Fifth Third Bank over the same period. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options, including direct indexing and tax-overlay services.

John Kozuch is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has held roles at firms including LPL Financial and Cetera Wealth Services. Kozuch is also engaged as an insurance agent, selling life, annuity, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement plan services.

Justin Ancona is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked at Raymond James Financial Services and LPL Financial. Outside of advisory services, he owns a business called Pickleball Journey. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support estate planning and asset aggregation.

James Vanderbilt is a Certified Financial Planner® with 39 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. His prior work includes over 25 years with Securities America Advisors, Inc. and two years at LPL Financial. Vanderbilt also holds Series 63 and Series 65 registrations. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms to provide portfolio management, estate planning, and third-party referrals.

Jennifer Santucci is a financial advisor at William Blair with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1988. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternatives, and provides proprietary models and access to private funds and co-investment opportunities.

Chloe Prior is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior work includes roles at Guaranteed Rate, Aldi, Inc., and Elm Lawn Memorial Park. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing both discretionary and non-discretionary strategies using internal standards and oversight committees.

Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its integrated investment platform.

Richard Schlesinger is a CFP® with 25 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed financial professional since 2000. In addition to his advisory work, he provides tax preparation services and manages fixed annuity products from a home-based practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through risk-based mutual fund portfolios and supports clients with education, personalized planning, and separation counseling.

Scott Weinstein is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ohio National Financial Services and Lake Michigan Benefit Associates, Inc. He is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kari Beyer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Stifel Nicolaus & Co. from 2009 to 2017 before joining her current firm. Beyer serves as a board member for the Waterford Oaks Home Association in Aurora, Illinois, where she reviews landscaping needs and budget matters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and retirement consulting, using a range of managed strategies and maintaining custody and execution capabilities uncommon among peers.

Matthew Kling is a financial advisor with Principal Financial Services in Saint Charles, IL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Knights of Columbus Assets Advisors LLC and Knights of Columbus Insurance for a combined total of 14 years. He serves as a board member and trustee for the Edward J. Baker Foundation & Henry Rockwell Baker Memorial Community Center, a nonprofit community organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lindsay Foster is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds the Series 63 designation and previously worked at Calamos Financial Services LLC for 17 years before joining Kestra in 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.